Financial credentials
- Accredited Asset Management Specialist℠
- Certified Wealth Strategist®
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
26 years of professional experience
- VP - Sr. Financial Consultant, Charles Schwab, 2013-present
- VP., Financial Consultant, Charles Schwab, 2001-2013
- Financial Advisor, Merrill Lynch, 2000-2001
- Associate Financial Advisor, Merrill Lynch, 1998-2000
Education
- BA, Finance and Consumers, Carson Newman College
Personal interests and affiliations
- Past Boys and Girls Club of Metro Atlanta: Women's Giving Circle Co-Chair
- Board of Atlanta Food Bank/ Chair Of Atlanta Food Bank Fashion Show
- Past Board Member of Georgia Watch
- Atlanta Business Chronicle Leadership Trust